Sr Trust Ops Professional IND Jobs in Gurgaon - Ameriprise Financial Services
Job Description
With the right company, life can be brilliant.
We are seeking an Operations professional for Banking and Cash Solutions – Personal Trust Services business to support the operations on reconciliation work. The person will be responsible for resolving the reconciliations and closing it within SLAs.
End-to-end ownership starting from analyzing information/identification of the variances to closure of open items
APTS Control environment to include the following reconciliation activities:
o Beta to CFO Position/Cash recon and reporting
o Beta to CFO Account Recon
o Beta to CFO Cost Basis
o DDA Reporting and Clearance Coordination
o Overdraft Clearing and Reporting
o PDS to CFO Recon, Reporting and Clearing
o ITM to CFO Recon, Reporting and Clearing
Cross Training APTS Operations Staff on Reconciliation Activities
Meet business objectives/achieve desired status for each reconciliation area, on an ongoing basis
Coordinate with Personal Trust Services and Accounting teams to provide clearance/enable desired actions
Report progress/other updates to keep the concerned parties well informed
Meet quality benchmarks & SLA requirements on an ongoing basis
Postgraduation in finance
3-4 years of related experience in banking/trust services domain
Strong academic background with good analytical and problem-solving skills
Should be aware about financial concepts and accounting
Intermediate to advanced working knowledge and experience on MS Excel & Accounting software
APTS Control environment to include the following reconciliation activities:
o Beta to CFO Position/Cash recon and reporting
o Beta to CFO Account Recon
o Beta to CFO Cost Basis
o DDA Reporting and Clearance Coordination
o Overdraft Clearing and Reporting
o PDS to CFO Recon, Reporting and Clearing
o ITM to CFO Recon, Reporting and Clearing
Cross Training APTS Operations Staff on Reconciliation Activities
Meet business objectives/achieve desired status for each reconciliation area, on an ongoing basis
Coordinate with Personal Trust Services and Accounting teams to provide clearance/enable desired actions
Report progress/other updates to keep the concerned parties well informed
Meet quality benchmarks & SLA requirements on an ongoing basis
Postgraduation in finance
3-4 years of related experience in banking/trust services domain
Strong academic background with good analytical and problem-solving skills
Should be aware about financial concepts and accounting
Intermediate to advanced working knowledge and experience on MS Excel & Accounting software
Job Particulars
Role others
Education M.Com
Who can apply Experienced (2 to 3+ Years)
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id941627
Job Category Others
Locality Address
State Haryana
Country India
About Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years.
We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise India LLP.
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